Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,099 | $110,248-73.6% | $95,728-69.6% | $139,456-79.1% |
| Participation rate | 70.0% | 75.7%-5.7pp | 72.3%-2.3pp | 80.3%-10.3pp |
| Annual return | 26.55% | 27.16%-0.6pp | 28.40%-1.8pp | 373.45%-346.9pp |
| Employer contribution / active EE | $5,218 | $3,258+60.1% | $2,835+84.1% | $4,753+9.8% |
| Participant deferral / active EE | $3,206 | $4,675-31.4% | $4,245-24.5% | $6,711-52.2% |
| Admin fee / account holder | $0 | $6,607-100.0% | $5,673-100.0% | $11,407-100.0% |